Kevin
Brown
Edelman Financial Engines
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About this Advisor
Kevin Brown is a financial advisor based in Oklahoma City, Oklahoma, working with Edelman Financial Engines. Kevin has previously held positions at American Century Investment Services Inc, Oklahoma State University, Edward Jones, Alltrans Port Services, Inc, Texas Transloaders, Inc, Avantis Investors, Align Wealth Management, LLC, and Financial Engines Advisors L.L.C. Kevin has passed the Series 63 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Kevin is part of Edelman Financial Engines, which operates out of Oklahoma City, Oklahoma. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kevin Brown Work History
Financial Engines Advisors L.L.C
Align Wealth Management, LLC
Avantis Investors
American Century Investment Services Inc
Oklahoma State University
Edward Jones
Oklahoma State University
Alltrans Port Services, Inc
Oklahoma State University
Texas Transloaders, Inc
Disclosures
Please visit the SEC profile of Kevin Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Edelman Financial Engines
Phoenix, AZ
Ashburn, VA
Los Angeles, CA
Seal Beach, CA
Spokane Valley, WA
Lynnwood, WA
Fort Worth, TX
Clifton Park, NY
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